Team Head

TEAM HEAD

BASIC FUNCTION

Responsible for developing and growing the business portfolio of the assigned team or unit, and in implementing processes and procedures in relation to sales, client servicing, and collections. Also responsible for ensuring that bank interests (financial or reputational) are likewise well-protected.

DUTIES & RESPONSIBILITIES

A. Business Development and Account Maintenance

1. Responsible for delivering the premium and commission budget for his or her assigned team or unit while keeping within the operating expense budget as well as in alignment with company rules and regulations

2. Responsible in developing and maintaining an active and healthy pipeline of accounts, comprised of identified business opportunities from new or existing clients of the team, referred and/or part of the Account Distribution List maintained by IBG Commercial Bank Group (Combank).

3. Ensure bank and client requirements are attended to and acted upon by appropriate members of the team.

4. Communicate regularly with IBG Combank counterparts and other bank units to formulate, agree and implement sales strategies, and satisfy client servicing requirements.

5. Maximize the business relationship with bank counterparts and clients by assessing accounts and identifying opportunities for new business and organic growth, and cross-selling other insurance products to address client's needs, contribute to production and grow the existing business portfolio.

6. Ensure that all policies are renewed on time.

7. Strengthen business relationships with clients by constant communication (i.e. providing market updates, disaster alerts), visits and providing the highest level of customer service.

8. Conduct product presentations or orientation on topics ranging from insurance coverage to claims handling for client or bank counterparts.

9. Follow agreed broking procedures and/or specific work instructions in handling new business and renewals.

10. Provide regular progress reports to IBG Combank Business, Unit and Team Heads with regards to the status of accounts in the pipeline as well as unit/team/AO performance versus budget.

11. Perform other duties as may be assigned by the immediate superior or senior management from time to time.

MINIMUM QUALIFICATIONS

Gender - Male or Female

Age - 28 to 50 years old

Education - College graduate

Experience - At least 8-10 years experience in account management, preferably as a Unit/Branch Head or Account/Sales Manager in a non-life insurance company, brokerage, or agency

Language - Speaks and writes fluent English and Filipino (preferably speaks fluent Chinese -Mandarin and/or Fukien)

Technical Skills - Strategic thinking, managerial, communication, negotiation and customer service skills Analytical, systematic, can work under pressure, can work with minimum supervision, coordination/interpersonal skills. "Malasakit" for the customer, organization, team and fellow employees

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 22343